Custom fields let the kiosk ask for anything beyond the built-in First Name, Last Name, Phone, Email, and Party Size. Use them for vehicle make at an auto shop, reason for visit at a clinic, or appointment number at a service desk.

Create a custom field

  1. In the admin sidebar, click Settings, then Custom Fields.
  2. Click Add field and give it a Name.
  3. Pick a Type: text, number, select, date, or toggle. For select, list the choices in Options separated by commas.
  4. Turn on Required if customers must fill it in.
  5. Set Visibility to self_checkin so the field appears on the kiosk, or to all if you also want it on staff entry forms.
  6. Pick a Guest Type: all, new, or returning. Returning guests are matched by phone or email.
  7. Under Queue IDs, check the queues this field applies to. Leave all unchecked to apply it to every queue at the location.
  8. Save. The next kiosk load will pick it up.

Where the answers show up

Custom field answers are saved on the queue entry. Staff can see and edit them from the entry's Edit custom fields action on the waitlist, and they also appear on the customer's profile under Customers. Turn on Quick Edit to make a field editable directly from the waitlist row, and Allow Repeat Edit to let returning guests update the value each visit.

Common problems

  • Field is not showing on the kiosk. Confirm Visibility is all or self_checkin, and that the queue is in Queue IDs (or that Queue IDs is empty).
  • Select field has no choices. Open the field and fill in Options with comma-separated values.
  • Returning guest is not seeing the field. Check Guest Type. Set it to all or returning.
  • Answer did not save. Make sure the field is marked active and required fields on the form were filled in before Join was tapped.

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